A detailed history of First National Advisers, LLC transactions in Morgan Stanley stock. As of the latest transaction made, First National Advisers, LLC holds 34,932 shares of MS stock, worth $4.68 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
34,932
Previous 32,715 6.78%
Holding current value
$4.68 Million
Previous $3.18 Million 14.53%
% of portfolio
0.59%
Previous 0.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$92.07 - $106.96 $204,119 - $237,130
2,217 Added 6.78%
34,932 $3.64 Million
Q2 2024

Aug 13, 2024

BUY
$86.19 - $101.53 $1.39 Million - $1.64 Million
16,160 Added 97.61%
32,715 $3.18 Million
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $270,997 - $304,136
3,230 Added 24.24%
16,555 $1.56 Million
Q4 2023

Feb 08, 2024

BUY
$70.4 - $93.66 $337,004 - $448,350
4,787 Added 56.07%
13,325 $1.24 Million
Q3 2023

Nov 09, 2023

BUY
$81.65 - $94.67 $290,429 - $336,741
3,557 Added 71.41%
8,538 $697,000
Q2 2023

Aug 11, 2023

SELL
$81.22 - $91.12 $120,286 - $134,948
-1,481 Reduced 22.92%
4,981 $425,000
Q1 2023

May 10, 2023

BUY
$83.95 - $100.83 $2,266 - $2,722
27 Added 0.42%
6,462 $567,000
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $50,225 - $62,057
667 Added 11.56%
6,435 $547,000
Q3 2022

Nov 04, 2022

BUY
$21.84 - $90.15 $33,502 - $138,290
1,534 Added 36.23%
5,768 $456,000
Q2 2022

Aug 12, 2022

BUY
$72.9 - $90.61 $308,658 - $383,642
4,234 New
4,234 $322,000

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $227B
  • Description
  • Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...
More about MS
Track This Portfolio

Track First National Advisers, LLC Portfolio

Follow First National Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First National Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on First National Advisers, LLC with notifications on news.